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Name Holding Trade Value Shares
Change
Change in
Stake
DT
476
Diversified Trust
Tennessee
$911K +$745K +64,636 +560%
CIM
477
CIM Investment Management
Pennsylvania
$906K -$895K -77,676 -51%
EA
478
Ergawealth Advisors
Illinois
$897K
MSE
479
MUFG Securities EMEA
United Kingdom
$895K +$730K +63,353 +552%
CG
480
Caprock Group
Idaho
$893K +$860K +74,609 New
OFS
481
OMC Financial Services
New York
$892K -$8.64K -750 -1%
FIA
482
Foundations Investment Advisors
Arizona
$891K -$334K -28,971 -28%
SAW
483
Signal Advisors Wealth
Michigan
$882K -$507K -43,961 -37%
Federated Hermes
484
Federated Hermes
Pennsylvania
$881K +$135K +11,729 +19%
Brown Advisory
485
Brown Advisory
Maryland
$878K +$361K +31,364 +75%
CCM
486
Chiron Capital Management
Florida
$869K -$278K -24,161 -25%
CIBC Private Wealth Group
487
CIBC Private Wealth Group
Georgia
$869K +$197K +17,121 +31%
BFG
488
Bleakley Financial Group
New Jersey
$868K -$22.9K -1,984 -3%
WA
489
Waverly Advisors
Alabama
$865K -$50K -4,340 -6%
CWM
490
Cornerstone Wealth Management
Missouri
$864K -$43.6K -3,780 -5%
KFP
491
KMG Fiduciary Partners
Ohio
$858K -$54.5K -4,728 -6%
IA
492
IFP Advisors
Florida
$856K -$38.7K -3,362 -4%
WB
493
WesBanco Bank
West Virginia
$855K -$95.3K -8,270 -10%
ECA
494
Elevated Capital Advisors
Utah
$854K -$92.2K -8,005 -10%
NPF
495
Norris Perne & French
Michigan
$852K +$6.17K +535 +0.8%
BOTPPF
496
Board of the Pension Protection Fund
United Kingdom
$849K +$818K +71,000 New
FC
497
Farringdon Capital
United Kingdom
$848K +$817K +70,912 New
MWM
498
Meridian Wealth Management
Kentucky
$846K -$47K -4,079 -5%
RIA
499
Regal Investment Advisors
Michigan
$845K -$360K -31,273 -31%
LGA
500
Lebenthal Global Advisors
New York
$844K -$156K -13,564 -16%